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5764 Sunnybrook Drive Sioux City, IA 51106
5024 Bur Oak Place Suite 106
Sioux Falls, SD 57108


EFS Group Wealth Management

(712) 224-4651


Taxes in Retirement

Taxes in Retirement

Thursday, January 16, 2020

11:00a - 12:30p CST

Morningside Library

Morningside Library

4005 Morningside Ave
Sioux City, IA 51106
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Thursday, January 16, 2020
11:00am - 12:30pm
Morningside Library
4005 Morningside Ave
Sioux City, IA 51106
During this event, Dana Baldridge, BFA™will offer advice and techniques to those retired, or near retirement.
In addition to the Tax Changes, we will cover a variety of topics, including:
  • How to overcome the 5 biggest obstacles to a successful retirement
  • Shifting from accumulation to income and preservation of assets
  • Hidden fees inside of your mutual funds and 401k accounts
  • Pensions and Social Security – when and how to claim
  • Financially and mentally preparing for retirement
If you haven't attended this workshop now is the time!
RSVP today 712-224-4651

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